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© All Rights Reserved. ApplyBlast.com
CBI Bank & Trust
The Associate Wealth Advisor supports the Investment Team by delivering high-quality customer service to an existing client base. The role involves managing client inquiries, scheduling appointments, processing paperwork, and assisting with investment referrals and client reviews. This position focuses on maintaining strong client relationships and supporting the overall success of the wealth management practice.
Find the banking, lending and wealth management services you need near you in Eastern Iowa, West/Central Illinois, Quad Cities, and Stateline Wisconsin.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CBI Bank & Trust.
CBI Bank & Trust didn’t post a salary, so this is our estimate from similar listings.